Creative Planning
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Creative Planning’s Metropolitan Bank Holding Corp MCB Stock Holding History

Creative Planning’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.61M Buy
19,315
+5,016
+35% +$431K ﹤0.01% 2079
2025
Q4 		$1.09M Sell
14,299
-3,323
-19% -$246K ﹤0.01% 2209
2025
Q3 		$1.32M Buy
17,622
+2,892
+20% +$217K ﹤0.01% 1869
2025
Q2 		$1.03M Buy
14,730
+8,271
+128% +$512K ﹤0.01% 1825
2025
Q1 		$362K Buy
6,459
+5
+0.1% +$297 ﹤0.01% 2583
2024
Q4 		$377K Buy
6,454
+1,214
+23% +$72.9K ﹤0.01% 2486
2024
Q3 		$276K Buy
+5,240
New +$259K ﹤0.01% 2580

Other funds holding MCB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's MCB Position: Q1 2026 in Review

Creative Planning increased its Metropolitan Bank Holding Corp (MCB) stake by 35% in Q1 2026, buying an estimated $431K and bringing the position to 19,315 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Creative Planning first reported a position in MCB in Q3 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold MCB as of Q1 2026.

  • Creative Planning held 19,315 shares of Metropolitan Bank Holding Corp worth $1.61M as of Q1 2026.
  • Creative Planning bought 5,016 Metropolitan Bank Holding Corp shares in Q1 2026, an estimated $431K.
  • Metropolitan Bank Holding Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2079 holding.
  • Creative Planning first reported a position in Metropolitan Bank Holding Corp in Q3 2024 and has held it in 7 quarters since.
  • 193 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.